Mark Schutter is a Series 65 licensed advisor at Blake Schutter Theil Wealth Advisors, LLC with 16 years of industry experience. He has held leadership roles as President and CIO at multiple affiliated investment entities and serves on several nonprofit boards, including the Greene County Community Foundation and Goodwill Easter Seals Miami Valley. Schutter is also involved in community sports as treasurer of the Centerville Baseball League and participates on the University of Dayton Davis Center for Portfolio Management advisory board. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a goal-oriented planning process and implements portfolios through strategic and tactical asset allocation across mutual funds, ETFs, and separately managed accounts.

Vidalia Cornwall is a CFP® and ChFC® professional with five years of experience in financial advising. She currently works at Tessara Wealth in Dayton, OH, and previously held roles at Ballast Point Financial Planning and Northwestern Mutual. Tessara Wealth serves individual and high-net-worth clients, focusing on comprehensive financial planning and portfolio management with services that include tax planning and preparation. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, often managing accounts non-discretionarily through Betterment, and offers educational seminars and a focus on serving high-achieving women.

Matthew Lyon is a financial advisor at Zenith Advisory Group, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Zenith in 2021, he worked with firms including Park Avenue Securities, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory role, Lyon consults for Kalibr Consulting, assisting dentists, physicians, and medical residents with business growth, marketing strategies, and career guidance. Zenith Advisory Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, and small businesses. The firm also offers access to firm-sponsored private equity pools and uses a range of investment vehicles tailored through risk profiling and ongoing portfolio reviews.

Andrew Kerr is a financial advisor at Kerr Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles in several businesses, including Kerr Insurance Brokers, Inc. and Kerr Retirement Services, LLC. Outside of financial services, he is also involved in viticulture and winemaking as an owner of Dorval Estate Winery. Kerr Wealth Management provides investment management and financial planning to individual clients, business owners, corporations, and charitable organizations, including retirement plan services. The firm manages discretionary accounts using a combination of passive and active strategies and offers consulting for employer-sponsored pension and benefit plans.

Collin Lyon is a CFP® and ChFC® with four years of industry experience, currently serving at Anderson Financial Strategies, LLC. His previous roles include positions at Kovar Wealth Management and First Command Advisory Services. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach combining fundamental and technical analysis with modern portfolio theory.

Matthew Peck is a CFP® with six years of industry experience and currently serves as an advisor at Anderson Financial Strategies, LLC. Before joining Anderson Financial Strategies, he held roles at Alternativ Wealth, Carillon Advisors, and Carnegie Investment Counsel, among others. Outside of his advisory work, he manages social media for the Ottawa-Glandorf football Booster Club. Anderson Financial Strategies provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. The firm employs an investment process that combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to build diversified portfolios, offering various model portfolios and fiduciary services.

Lucas Frazier is a Series 65-licensed advisor at Invest Capital Partners with one year of experience in the financial industry. Prior to joining Invest Capital Partners, he held roles at LJB Engineering, iSolved, LexisNexis, The Connor Group, and Fifth Third Bank. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with financial planning, utilizing a range of investment strategies including fundamental and technical analysis.

Matthew Di Cicco is a CFP® with nine years of industry experience, currently serving at Eubel Brady & Suttman in Miamisburg, Ohio. He has been with the firm since 2016 and holds a Series 65 license. Outside of his advisory role, Matt serves as of counsel with a Dayton law firm. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based model. The firm employs fundamental analysis and long-term investment strategies, manages proprietary mutual funds and private pooled LLCs, and utilizes a combination of internal and external portfolio management resources.

Owen Cummins is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Valmark Advisers, Valmark Securities, and Secure Future Advisors, LLC. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management alongside various financial planning services and employs third-party tools and managers to align investments with client risk profiles.

Diane Rose is a financial advisor at James Investment Research Inc with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at James Investment Research since 1994, alongside a concurrent role at ALPS Distributors, Inc. since 2011. James Investment Research serves a diverse client base, including individual investors, retirement plans, charitable organizations, and investment companies. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and acts as adviser to an affiliated family of mutual funds while managing model portfolios for wrap and unified managed account programs.

Brian Shepardson is a CFA® and CIC credentialed financial advisor with 25 years of industry experience. He has worked at James Investment Research, Inc. since 2014 and previously was with Alps Distributors, Inc. for 11 years. James Investment Research, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee while offering specialized strategies such as direct indexing and model portfolio management.

Melvin Brazie is a financial advisor at Tudor Financial, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at Westminster Financial Securities, Inc. since 2016. In addition to his advisory role, he owns B & B Tax and Bookkeeping Service, Inc., providing bookkeeping and income tax services. Tudor Financial serves individuals, families, trusts, and employer-sponsored retirement plans with a research-driven, model-based investment approach that includes a range of mutual funds, ETFs, and individual-stock strategies. The firm also manages pooled pension accounts and offers a specialized 401(k) management service, emphasizing risk management and public educational outreach.

Alexander Benson is a Series 65-licensed financial advisor at Birchcreek Wealth Management, LLC with one year of industry experience. His prior work includes roles at The Reynolds and Reynolds Company and Miami Valley Sand. Birchcreek Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm emphasizes a customized, long-term approach based on fundamental analysis and strategic asset allocation, managing approximately $300 million in client assets.

Neesha Crawford is a financial advisor at Eubel Brady & Suttman with one year of industry experience. She holds a Series 65 designation and has been with Eubel Brady & Suttman Asset Management, Inc. since 2012 in other capacities. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles using a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients with a focus on fundamental analysis and long-term investment strategies.

Mark Brady is a financial advisor at Eubel Brady & Suttman with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm employs fundamental analysis and long-term strategies, offering proprietary mutual funds and managing private pooled investment vehicles with distinct operational controls.

Aaron Cramer is a CFP® professional with seven years of experience, currently serving at Jessup Wealth Management in Dayton, OH. He has worked at Jessup Wealth Management since 2018, including a period when the firm was affiliated with Commonwealth Financial Network. Outside of his financial advisory role, he is also a musician. Jessup Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach overseen by an investment committee and the Chief Investment Officer, offering financial planning, portfolio management, and retirement plan consulting services.

John Mc Grath is a Series 65-credentialed financial advisor with two years of industry experience, currently serving at Jessup Wealth Management in Dayton, OH. Prior to joining Jessup Wealth Management, his work background includes roles at New Albany Country Club and Franciscan University of Steubenville. Jessup Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach across various asset classes and utilizes a firm investment committee with final trading authority held by the Chief Investment Officer.

Joshua Johnson is a CFP® professional with 19 years of experience in the financial services industry. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of finance, he is a partner in a gospel entertainment business that provides DJ services for events such as wedding receptions and skate parties. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing portfolio monitoring and philanthropic services.

Nicholas Whitaker is a Series 65 licensed advisor at Jessup Wealth Management with five years of industry experience. He has worked at Jessup Wealth Management since 2021, following prior roles at Commonwealth Financial Network, IHS Markit, and Ipreo. Jessup Wealth Management serves individual, institutional, and charitable clients, managing approximately $360 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a flexible, style-agnostic investment approach overseen by a dedicated investment committee.

Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and institutions. The firm employs a long-term, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers collaborative consulting alongside fiduciary portfolio management.